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Info

A survey to collect data on source systems and integration of libraries considering FOLIO implementation is here (spreadsheet generated by SysOps members):

https://docs.google.com/spreadsheets/d/1O8orRx2dBedaeWIkbN30v2ZHyRG6BgecLXgy5xL35bQ/edit?usp=sharing

Any library considering FOLIO implementation is welcome to add their data to the spreadsheet.


Table of Contents
outlinetrue

Definition of Scope

(DRAFT) An Integration is a system or service, external to FOLIO, where we need to support automated data exchange between FOLIO and that external system.  The data may flow in to FOLIO from the external system, from FOLIO to the external system, or bidirectionally.  It may be transactional in nature, or it may be a bulk/batch process.  Where possible, well-known standard protocols should be used.  

Integrations by functional/SIG area

Panel
borderColororange
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titleReporting

Reporting

  • Most libraries need reporting tools to support daily operational needs and workflows, extend FOLIO functionality, and allow links to other systems
  • Libraries who run reports need the ability to define, code and run custom defined reports.
  • An LDP app is in development 
  • LDLite is also an available tool - https://github.com/library-data-platform/ldlite

External Systems

These are in use at at least one library.

Desired Integrationsinsert tool name
Panel
borderColororange
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titleUser management

User Management

  • Most academic libraries will want integration with a campus identity management system, as well as the ability to support users that are not in that system. The campus identity management system maintains identities, including inflow and outflow.
  • Most academic libraries also need to support Single Sign-On, including support for federated signon, e.g. InCommon (U.S. Higher Ed.)
  • User management may also play a part in access control - Users data can verify eligibility, provide physical access (cardswipe/turnstile) and provide network access (RADIUS, local AD domain)
  • External tools that are not in user management area rely on user management workflows to govern authorization (e.g., locker rental DB at UChicago.)

Note that FOLIO provides a bulk update user account module - mod-user-import (https://github.com/folio-org/mod-user-import)


Reporting

  • Most libraries need reporting tools to support daily operational needs and workflows, extend FOLIO functionality, and allow links to other systems
  • Libraries who run reports need the ability to define, code and run custom defined reports.
  • An LDP app is in development 
  • LDLite is also an available tool - https://github.com/library-data-platform/ldlite


External Systems

These are in use at at least one library.

Desired Integrationsinsert tool name

User Management

  • Most academic libraries will want integration with a campus identity management system, as well as the ability to support users that are not in that system. The campus identity management system maintains identities, including inflow and outflow.
  • Most academic libraries also need to support Single Sign-On, including support for federated signon, e.g. InCommon (U.S. Higher Ed.)
  • User management may also play a part in access control - Users data can verify eligibility, provide physical access (cardswipe/turnstile) and provide network access (RADIUS, local AD domain)
  • External tools that are not in user management area rely on user management workflows to govern authorization (e.g., locker rental DB at UChicago.)

Note that FOLIO provides a bulk update user account module - mod-user-import (https://github.com/folio-org/mod-user-import)

External systems

These are in use at at least one library.

  • PeopleSoft Campus Solutions
  • OKTA
Desired integrations
  • EZProxy

Resource Management - Acquisitions

  • As of the Lotus release, FOLIO supports exporting orders in EDIFACT format, and importing invoices in EDIFACT format, but does not yet support order import in EDIFACT format. See
    Jira
    serverFOLIO Issue Tracker
    serverId6ccf3fe4-3301-368a-983e-20c466b11a49
    keyUXPROD-531
  • Many libraries have home-grown tools used in Acquisitions (like Cornell's POOF tool). Those are not listed here, but are important considerations for implementers.

External systems

These are in use at at least one library.

Desired integrations
  • OASIS (Proquest/Coutts)
  • SAP

Resource Management - Electronic Resource Management (ERM)

  • FOLIO provides built-in integration with EBSCO Holdings Management via the FOLIO eHoldings app
  • FOLIO provides support for a local knowledge base using the Local KB Admin app. The local knowledge base can be populated in multiple ways including:
    • From GOKb (the Global Open Knowledege base) through an integration which automatically harvests data from the GOKb and populates the local KB
    • From KBART files provided by suppliers
    • From JSON files
    • From the LAS:eR ERM (via an additional data sync module developed by Knowledge Integration and University of Leipzig)

External systems

These are in use at at least one library.

  • EBSCO Holdings Management
  • GOKb
  • LAS:eR ERM
Desired integrations

Metadata Management

  • FOLIO supports single record integration with OCLC - see
    Jira
    serverFOLIO Issue Tracker
    serverId6ccf3fe4-3301-368a-983e-20c466b11a49
    keyUXPROD-211


External systems

These are in use at at least one library.

Desired integrations

FOLIO adopting libraries are interested in integrations with the following tools/external systems:


Special Collections

  • Most special collections workflows are focused on record description, maintaining item provenance information, and supporting reading room usage.
  • FOLIO does not provide built-in support for reading room functionality, though it can easily support library-use-only items.


External systems

These are in use at at least one library.

  • ArchivesSpace
  • AEON
Desired integrations

Resource Access

External systems

These are in use at at least one library.

  • ReShare
  • Relais
  • MeeScan
  • Sakai
  • Ares
Desired integrations
  • ILL-Server (HBZ)
  • Luxer One Contactless Lockers
  • DIBS (Controlled digital lending)
  • Cybersource
  • Springshare LibApps

Financial Integrations

  • This will vary greatly library to library, depending on the systems that the institution is using.

External systems

These are in use at at least one library.

  • add tool name
Desired integrations
  • SAP
  • Cybersource
  • Moneris

Discovery Layer


External systems

These are in use at at least one library.

  • Blacklight
  • EDS
  • VuFind
  • Syndetic Solutions


Desired integrations

insert tool name


Auxiliary Systems

  • Libraries may want to integrate FOLIO with their local institutional repository and/or digital collections system

External systems

These are in use at at least one library.

insert tool name

Desired integrations

insert tool name